Plan Design and Development
A properly designed retirement plan is one of the most valuable benefits an employer can offer and is essential to an effective benefits program.
What are your needs?
There are a number of critical issues to address in identifying the program that’s right for your group. A “one size fits all” approach is not appropriate for a plan that will meet a group’s unique needs.
Factors to consider in selecting an appropriate retirement savings vehicle include:
  • The budget and financial status of the employer
  • Strategies for structuring the total benefits package
  • Same-industry data on sponsored retirement plans
  • Geographic and competitive factors
Plan design calls for careful consideration of issues that can have an impact throughout the organization:
  • Structure of Contributions
  • Eligibility
  • Vesting
  • Investments and investment allocation
  • Plan administration and record keeping
  • Communication
  • Reputation within the community
Your Gardner & White representative can help you through all the decisions.
Contact G&W

Consulting - Benefits Solutions - Plan Administration

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